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Agentforce for Retail
17Jan

Agentforce for Retail

Salesforce Introduces Agentforce for Retail and Retail Cloud with Modern POS Just ahead of the National Retail Federation (NRF) conference in New York, Salesforce has announced Agentforce for Retail and Retail Cloud with Modern POS, further expanding its AI-driven capabilities into the retail sector. This launch underscores Salesforce’s commitment to leveraging agentic AI to enhance productivity and streamline retail operations. Saks Fifth Avenue and SharkNinja: Early Adopters Retail giants like Saks Fifth Avenue and SharkNinja are among the first to test Agentforce for Retail, showcasing its potential to redefine customer engagement and operational efficiency in the industry. Agentforce for Retail Agentforce for Retail equips businesses with a library of pre-built AI agent skills tailored specifically for retail use cases, delivering what Salesforce calls “digital labor.” These skills are designed to simplify routine tasks, freeing up human employees to focus on higher-value activities. New Pre-Built Skills These tools aim to help retailers deploy AI agents efficiently, improving customer satisfaction and operational scalability. Retail Cloud with Modern POS Retail Cloud with Modern POS consolidates online and offline inventory data into a single, unified platform, empowering retailers with modern tools for seamless customer experiences. Key Features Retail Cloud integrates seamlessly with Commerce Cloud, Service Cloud, and Order Management, ensuring a cohesive ecosystem for retailers. Why This Matters This dual announcement highlights Salesforce’s strategy to embed Agentforce as a foundational capability across its multi-cloud architecture, while also tailoring solutions for specific industries like retail. “Together, AI-fueled digital labor and a modern POS can unlock a new scale of operational capacity for retailers,” said Nitin Mangtani, Salesforce SVP and GM of Retail, in a press release. With Agentforce for Retail, Salesforce empowers brands to embrace AI-driven automation while modernizing their point-of-sale systems, enabling a seamless blend of personalized customer engagement and operational excellence. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 17, 2025in Agentforce Platform, Agentic AI, Data, Salesforce0 Comments
Benefits of Linking CloudSign with Salesforce
15Jan

Benefits of Linking CloudSign with Salesforce

CloudSign provides seamless integration with Salesforce, enabling businesses to streamline their contract and application management processes. Here are the tailored solutions offered by CloudSign to meet different needs: Benefits of Linking CloudSign with Salesforce 1. Automate Sales Processes with CloudSign Sales Automation For businesses managing customer information in Salesforce and looking to create, send, and manage application forms efficiently, CloudSign Sales Automation is the ideal solution. 2. Manage Contracts with CloudSign for Salesforce If your business creates forms externally but needs a streamlined way to manage contracts and customer data in Salesforce, CloudSign for Salesforce is recommended. 3. Face-to-Face Contract Management with CloudSign NOW For businesses that handle in-person contracts or customer data collection, CloudSign NOW offers a convenient solution. Request More Information To explore the right CloudSign solution for your business, request documentation on CloudSign for Salesforce or other offerings today. By integrating CloudSign with Salesforce, you can automate workflows, reduce processing times, and manage customer information more effectively. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 15, 2025in Salesforce Implementation Services, Salesforce Optimization0 Comments
salesforce agentforce rapid deployment
14Jan

Agentforce: Your Partner in Seamless Customer Experiences

Building Deeper Customer Relationships with Agentforce In today’s competitive landscape, building meaningful relationships with customers is no longer optional—it’s essential. Customers expect brands to know them, anticipate their needs, and deliver seamless, personalized experiences across every interaction. While data and AI have the potential to help marketers achieve these goals, many organizations struggle to realize their full potential. In fact, only 32% of marketers report being completely satisfied with how they use customer data to create relevant experiences, according to our State of Marketing report. So, how can marketers close this gap? Meet Agentforce—a proactive, autonomous application designed to provide specialized, always-on support for employees and customers alike. With Agentforce, marketers can strengthen relationships through personalized conversations, proactive engagement, and seamless customer experiences. 1. Automate Personalized, Two-Way Conversations on WhatsApp Interacting one-on-one with every customer responding to a promotional campaign on WhatsApp has historically been a challenge. Limited chatbot capabilities or a complete lack of response options often resulted in missed opportunities. Agentforce changes the game by introducing a customer-facing AI agent that acts as a personal concierge directly within WhatsApp. Imagine a customer receiving an exclusive offer for a product they’ve shown interest in. They reply with a question, and the agent instantly provides tailored product recommendations, current promotions, or details about complementary products. If the customer decides to make a purchase, the agent guides them through the entire checkout process—from completing the transaction to sending real-time order updates. For more complex needs, the agent seamlessly transfers the conversation to a human service representative, ensuring continuity. Why it matters: This approach not only increases conversions but also builds customer satisfaction and loyalty through timely, relevant responses. By reducing the workload on support teams, Agentforce delivers a consistent brand experience that feels personal and effortless. 2. Create Personalized Agendas for Event Attendees Events are powerful tools for fostering customer connections and delivering value. However, ensuring attendees find the most relevant sessions and resources can be daunting. Self-guided experiences often result in missed opportunities or abandoned registrations. Agentforce for Marketing solves this by providing personalized, 1:1 assistance to every visitor on your event website. The agent recommends sessions based on visitor interests and helps attendees create personalized agendas. Leveraging past attendance and engagement data, Agentforce curates agendas tailored to each attendee’s priorities, from keynote presentations to breakout sessions. For repeat attendees, it suggests new content based on their history, completing the registration process with their customized agenda. Why it matters: Personalized agendas enhance the event experience, leading to higher satisfaction and loyalty. By making the registration journey seamless, Agentforce reduces bounce rates and builds long-term engagement with your events. 3. Capture and Qualify Leads Effortlessly on Your Website Visitors often abandon self-guided website experiences before converting into leads. With Agentforce, you can proactively engage them by providing tailored product recommendations, exclusive content offers, and opportunities to share contact information. Depending on visitor behavior, the agent might suggest gated assets like case studies or demo videos—or even register them for an event or webinar. For highly engaged prospects, the agent can schedule follow-up meetings with sales reps, ensuring visitors receive immediate value without friction. Why it matters: Automated lead capture accelerates qualification and increases conversions. By guiding visitors to the right solutions and reducing friction, Agentforce nurtures leads naturally, creating higher-quality opportunities and loyal customers. 4. Improve Customer Journeys with Intelligent Reprioritization Balancing customer engagement with respect for their communication preferences is critical. Before customers hit their communication limit, Agentforce can dynamically reprioritize their journey based on both their interests and your business goals. For example, if a customer is close to their communication cap, the agent can prioritize sending a VIP event invitation or product announcement over less relevant messages. This ensures high-value content is delivered at the right time, without overwhelming the customer. Why it matters: Intelligent reprioritization improves conversion rates, reduces unsubscribe rates, and strengthens customer relationships. By ensuring every interaction is timely and relevant, Agentforce helps keep customers engaged without feeling inundated. 5. Reduce Churn with Proactive, Personalized Promotions Retaining customers is just as important as acquiring new ones. Agentforce can identify at-risk customers using churn indicators—such as low engagement or declining purchase frequency—and automatically send tailored promotions. For instance, if a customer’s churn score nears a threshold, the agent can proactively offer a loyalty discount or renewal incentive. It can guide the customer through the redemption process, rekindling their interest before they decide to leave. Why it matters: Proactive retention strategies powered by AI increase customer lifetime value, reduce churn, and foster loyalty. With minimal effort, Agentforce ensures that marketers stay connected to customers who might otherwise disengage. Agentforce: Your Partner in Seamless Customer Experiences More than just an automation tool, Agentforce is an essential partner for delivering the personalized experiences your customers expect. By implementing these use cases, marketers can: Ready to take your marketing strategy to the next level? With Agentforce, meaningful customer relationships are within reach. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 14, 2025in Agentforce Platform, Agentic AI, Data0 Comments
Agentic AI is Here
14Jan

On Premise Gen AI

In 2025, enterprises transitioning generative AI (GenAI) into production after years of experimentation are increasingly considering on-premises deployment as a cost-effective alternative to the cloud. Since OpenAI ignited the AI revolution in late 2022, organizations have tested large language models powering GenAI services on platforms like AWS, Microsoft Azure, and Google Cloud. These experiments demonstrated GenAI’s potential to enhance business operations while exposing the substantial costs of cloud usage. To avoid difficult conversations with CFOs about escalating cloud expenses, CIOs are exploring on-premises AI as a financially viable solution. Advances in software from startups and packaged infrastructure from vendors such as HPE and Dell are making private data centers an attractive option for managing costs. A survey conducted by Menlo Ventures in late 2024 found that 47% of U.S. enterprises with at least 50 employees were developing GenAI solutions in-house. Similarly, Informa TechTarget’s Enterprise Strategy Group reported a rise in enterprises considering on-premises and public cloud equally for new applications—from 37% in 2024 to 45% in 2025. This shift is reflected in hardware sales. HPE reported a 16% revenue increase in AI systems, reaching $1.5 billion in Q4 2024. During the same period, Dell recorded a record $3.6 billion in AI server orders, with its sales pipeline expanding by over 50% across various customer segments. “Customers are seeking diverse AI-capable server solutions,” noted David Schmidt, senior director of Dell’s PowerEdge server line. While heavily regulated industries have traditionally relied on on-premises systems to ensure data privacy and security, broader adoption is now driven by the need for cost control. Fortune 2000 companies are leading this trend, opting for private infrastructure over the cloud due to more predictable expenses. “It’s not unusual to see cloud bills exceeding 0,000 or even million per month,” said John Annand, an analyst at Info-Tech Research Group. Global manufacturing giant Jabil primarily uses AWS for GenAI development but emphasizes ongoing cost management. “Does moving to the cloud provide a cost advantage? Sometimes it doesn’t,” said CIO May Yap. Jabil employs a continuous cloud financial optimization process to maximize efficiency. On-Premises AI: Technology and Trends Enterprises now have alternatives to cloud infrastructure, including as-a-service solutions like Dell APEX and HPE GreenLake, which offer flexible pay-per-use pricing for AI servers, storage, and networking tailored for private data centers or colocation facilities. “The high cost of cloud drives organizations to seek more predictable expenses,” said Tiffany Osias, vice president of global colocation services at Equinix. Walmart exemplifies in-house AI development, creating tools like a document summarization app for its benefits help desk and an AI assistant for corporate employees. Startups are also enabling enterprises to build AI applications with turnkey solutions. “About 80% of GenAI requirements can now be addressed with push-button solutions from startups,” said Tim Tully, partner at Menlo Ventures. Companies like Ragie (RAG-as-a-service) and Lamatic.ai (GenAI platform-as-a-service) are driving this innovation. Others, like Squid AI, integrate custom AI agents with existing enterprise infrastructure. Open-source frameworks like LangChain further empower on-premises development, offering tools for creating chatbots, virtual assistants, and intelligent search systems. Its extension, LangGraph, adds functionality for building multi-agent workflows. As enterprises develop AI applications internally, consulting services will play a pivotal role. “Companies offering guidance on effective AI tool usage and aligning them with business outcomes will thrive,” Annand said. This evolution in AI deployment highlights the growing importance of balancing technological innovation with financial sustainability. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 14, 2025in Data, Enterprise, Generative AI, Google, Technology0 Comments
Marketing Cloud Admins
14Jan

Salesforce Marketing Cloud (SFMC) Connector

The Salesforce Marketing Cloud (SFMC) is a robust digital marketing platform designed to empower marketers with tools for automating campaigns across multiple channels. By integrating assets with SFMC, organizations can streamline workflows, accelerate campaign launches, and ensure consistent brand messaging. This integration eliminates process inefficiencies, enabling marketers to deliver personalized, engaging content quickly across diverse channels—keeping pace with the increasing demand for dynamic marketing strategies. Preparation Before Integration To ensure a smooth setup, verify the following: Installing and Setting Up the SFMC Connector Once installed, this connector allows seamless access to assets directly within SFMC, helping marketers drive efficiency and deliver impactful campaigns. 🔔🔔 Follow us on LinkedIn 🔔🔔 Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 14, 2025in Salesforce Marketing Cloud0 Comments
AI evolves with tools like Agentforce and Atlas
13Jan

Agentforce Powered Marketing

Maximize Team Productivity and Customer Engagement with Agentforce and AI-Powered Marketing Tools Transform your marketing operations with Agentforce, an advanced AI-powered suite seamlessly integrated into your platform. From building end-to-end campaigns to personalizing touchpoints in real time, Agentforce empowers your team to optimize performance with actionable AI insights. Here’s how: Revolutionize Campaign Management with Agentforce Agent-Driven Campaign Briefs Streamline campaign creation with Agentforce, which uses structured and unstructured data from Data Cloud to create tailored campaign briefs. Define your target segments and key messages effortlessly with the support of AI. AI-Powered Content Creation Leverage Agentforce to generate on-brand content at scale, including email subject lines, body copy, and SMS messages. Every piece of content aligns with your brand guidelines and campaign goals, ensuring consistency and relevance across audiences. Unified SMS Conversations Turn static promotions into dynamic, two-way conversations with Agentforce Unified SMS. Automatically connect customers to AI agents for tasks like appointment scheduling and offer redemption, delivering seamless customer experiences. Supercharge Insights and Actions with Data Cloud Agent-Driven AI Segmentation Create target audience segments in minutes using natural language prompts. With Agentforce and Data Cloud working in harmony, agents translate prompts into precise segment attributes—no technical expertise or SQL required. Integrate or Build Custom AI Models Develop predictive AI models with clicks, not code, or bring in existing models via direct integrations with tools like Amazon SageMaker, Google Vertex AI, or Databricks. Use these models to generate actionable predictions, such as purchase propensity or churn likelihood. Secure, Harmonized Data Foundation Keep your data safe on the Einstein Trust Layer while enabling agents to analyze harmonized, structured, and unstructured data in Data Cloud. This ensures informed decision-making without compromising security. Automate Intelligent Journeys with Marketing Cloud Engagement Journey Optimization Automate personalized campaign variations with predictive AI. Optimize engagement by tailoring content, timing, channels, and frequency dynamically across customer journeys. Generative AI for Content Creation Solve the content bottleneck with generative AI tools that instantly create on-brand copy and visuals grounded in first-party data, campaign insights, and brand guidelines—all while safeguarding trust. Real-Time Messaging Insights Stay proactive with Einstein Messaging Insights, which flags engagement anomalies like sudden drops in click-through rates. These real-time insights enable quick resolutions, preventing performance surprises. Unified WhatsApp Conversations Transform WhatsApp into a dynamic two-way engagement channel. Use a single WhatsApp number to connect marketing and service teams while enabling AI-driven self-service actions like appointment booking and offer redemptions. Scale Lead Generation and Account-Based Marketing Agent-Driven Campaign Creation Accelerate campaign planning with Agentforce, which handles everything from briefs to audience segmentation, content, and journey creation. Ground campaigns in real-time customer data for accurate targeting, all with marketer oversight for approvals. AI Lead and Account Scoring Boost alignment between marketing and sales with Einstein AI Scoring, which identifies top leads and prospects automatically. Improve ABM strategies with automated account rankings based on historical and behavioral data, driving higher conversions. Full-Funnel Attribution Gain end-to-end visibility with AI-powered multi-touch attribution. Use models like Einstein Attribution to measure the impact of each channel, event, or team activity on your pipeline, boosting ROI and campaign efficiency. Personalization on Auto-Pilot with AI Objective-Based AI Recommendations Set business objectives and let AI optimize product and content recommendations to achieve those goals. AI-Automated Offers Combine real-time customer behavior data with AI-driven insights to personalize offers across touchpoints. This results in higher satisfaction and conversion rates tailored to each individual customer. Real-Time Affinity Profiling Use AI to uncover customer affinities, preferences, and intent in real time. Deliver hyper-personalized messaging and offers across your website, app, and other channels for maximum engagement. Optimize Spend, Planning, and Performance with Marketing Cloud Intelligence AI-Powered Data Integration Say goodbye to spreadsheets and manual data maintenance. Automate data unification, KPI standardization, and cross-channel analytics with AI-powered connectors, saving time and boosting campaign effectiveness. AI Campaign Performance Insights Get interactive visualizations and AI-generated insights to adjust campaign spend and offers mid-flight. Use these insights to optimize ROI and maximize in-the-moment opportunities. Predictive Budgeting and Planning Allocate budgets more effectively with predictive AI. Real-time alerts help prevent overages or underspending, ensuring your marketing dollars are used efficiently for maximum return. With Agentforce and AI marketing tools, your team can focus on what matters most—building stronger customer relationships and driving measurable results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 13, 2025in AI Tools, Data, Generative AI, Google0 Comments

Salesforce and AWS-Agentic Enterprise

Salesforce and AWS: Driving the Future of the Agentic Enterprise As AI-powered agents redefine the way businesses operate, strategic partnerships are playing a pivotal role in harnessing the power of data and artificial intelligence. Salesforce and AWS, two industry leaders, have taken significant steps toward building a smarter, agentic enterprise through their expanded collaboration. One year into this strategic partnership, their joint efforts are delivering transformative AI and data solutions, helping customers like Buyers Edge Platform unlock new efficiencies and capabilities. A Partnership Fueling Agentic AI Salesforce and AWS are aligning their AI and data initiatives to pave the way for advanced agentic systems—autonomous AI agents designed to enhance business operations and customer experiences. Among their notable achievements over the past year are: These innovations are creating an ecosystem that supports the delivery of agentic AI, enabling businesses to streamline operations and tap into new value from their data. “By integrating data and AI capabilities across our platforms, Salesforce and AWS are building a strong foundation for the future of agentic systems,” said Brian Landsman, EVP of Global Business Development and Technology Partnerships at Salesforce. “With a majority of large companies planning to implement agents by 2027, organizations need trusted partners to help them achieve their vision of a smarter enterprise.” Making AI More Accessible Salesforce is simplifying access to AI technology through the AWS Marketplace, offering customers an integrated solution that includes Agentforce—the agentic layer of the Salesforce platform. Agentforce enables businesses to deploy autonomous AI agents across various operations, streamlining workflows and delivering measurable results. Available in 23 countries, Salesforce’s presence on AWS Marketplace offers customers key advantages, including: By removing barriers to adoption, Salesforce and AWS empower companies to focus on leveraging technology for growth rather than navigating complex procurement systems. A New Era of Enterprise Efficiency As businesses increasingly rely on data and AI to remain competitive, the Salesforce-AWS partnership is setting the stage for enterprises to achieve more with agentic systems. These systems allow companies to execute complex tasks with unprecedented efficiency, maximizing ROI on technology investments. “Our partnership with Salesforce empowers mutual customers to realize the full potential of their data and AI investments,” said Chris Grusz, Managing Director of Technology Partnerships at AWS. “Together, we’re delivering immediate, actionable insights with agentic AI, enabling organizations to automate strategically and unlock more value across their operations.” Looking Ahead By seamlessly integrating data and AI capabilities, Salesforce and AWS are not just building technology solutions—they’re reshaping how enterprises operate and thrive in the digital age. As agentic AI becomes an essential part of business strategy, this partnership provides a blueprint for leveraging technology to drive smarter, more agile, and more effective enterprises. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 11, 2025in Artificial Intelligence, Data, Enterprise, Salesforce, Salesforce Data Cloud, Technology0 Comments

Autonomy, Architecture, and Action

Redefining AI Agents: Autonomy, Architecture, and Action AI agents are reshaping how technology interacts with us and executes tasks. Their mission? To reason, plan, and act independently—following instructions, making autonomous decisions, and completing actions, often without user involvement. These agents adapt to new information, adjust in real time, and pursue their objectives autonomously. This evolution in agentic AI is revolutionizing how goals are accomplished, ushering in a future of semi-autonomous technology. At their foundation, AI agents rely on one or more large language models (LLMs). However, designing agents is far more intricate than building chatbots or generative assistants. While traditional AI applications often depend on user-driven inputs—such as prompt engineering or active supervision—agents operate autonomously. Core Principles of Agentic AI Architectures To enable autonomous functionality, agentic AI systems must incorporate: Essential Infrastructure for AI Agents Building and deploying agentic AI systems requires robust software infrastructure that supports: Agent Development Made Easier with Langflow and Astra DB Langflow simplifies the development of agentic applications with its visual IDE. It integrates with Astra DB, which combines vector and graph capabilities for ultra-low latency data access. This synergy accelerates development by enabling: Transforming Autonomy into Action Agentic AI is fundamentally changing how tasks are executed by empowering systems to act autonomously. By leveraging platforms like Astra DB and Langflow, organizations can simplify agent design and deploy scalable, effective AI applications. Start building the next generation of AI-powered autonomy today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 11, 2025in Agentic AI, Data, Enterprise, Technology0 Comments
Salesforce Spring ’25 Release
09Jan

Salesforce Spring ’25 Release

Salesforce Spring ’25 Release: Key Features and Enhancements Salesforce delivers triannual updates—Spring, Summer, and Winter—to introduce new features, enhancements, and fixes to the platform. These updates are applied automatically to Salesforce environments, ensuring all users benefit from the latest innovations without needing manual upgrades. The Spring ’25 functionality is now available in Preview Developer Orgs, allowing users to explore and test upcoming features before the general release. Preview Developer Orgs: Exploring the Future Preview Developer Orgs provide sandbox environments or developer editions equipped with new release functionality during the preview window. These allow admins and developers to: With access to a Preview Org, you can explore the following cutting-edge features: 1. Reactive Screen Actions Enhanced Screen Flow Reactivity: This feature enables screen flow components to update dynamically in real-time based on changes in other components. Users no longer need to navigate away or manually refresh to see updates, ensuring smoother, more interactive experiences. New in Spring ’25:You can now create an autolaunched flow to fetch data reactively from the database and display it immediately on the screen, eliminating the need for an action button. Use Case:When creating an Opportunity, the ZIP code of the associated Account determines the follow-up owner based on a reference table stored in a custom object. With reactive screen actions, selecting an Opportunity row dynamically displays the Account, Owner, and Assigned Person without additional clicks. 2. Progress Indicator for Flow Stages Salesforce introduces a built-in Progress Indicator for screen flows, providing users with a visual tracker of their progress through multi-step flows. Key Features: Limitations:The progress indicator does not yet support user-driven navigation through stages. 3. Immediate Input Validation in Screen Flows Validation functionality in flows has been upgraded to support real-time error detection. What’s New: 4. Email Action Attachment Support Email Action Enhancements: Spring ’25 introduces the ability to attach files to emails directly within flows. How It Works: Note: Files do not need to be made public for attachments, as long as the flow user has access to the files. 5. Get Records with a Specified Limit The LIMIT operator, commonly used in SOQL, is now available in flows. Benefits: 6. New Flow Modal Enhancements Salesforce has redesigned the Flow Type Picker modal, making it easier for users to select the right automation type. What’s New: 7. UI and Accessibility Improvements Conclusion The Salesforce Spring ’25 release is packed with features designed to enhance efficiency, usability, and innovation. From reactive screen flows and real-time validation to email action attachments and improved UI elements, this release sets a new standard for how users interact with the Salesforce platform. Stay ahead by leveraging Preview Developer Orgs to test these enhancements and ensure a smooth transition to the production environment. As Salesforce continues to innovate, these updates are just the beginning of a more seamless, intelligent platform experience. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 9, 2025in Data, Salesforce0 Comments
Process Mining in Salesforce Optimization
09Jan

Process Mining in Salesforce Optimization

Unlocking the Power of Process Mining in Salesforce Optimization In today’s highly competitive business environment, optimizing Customer Relationship Management (CRM) systems is crucial for achieving success. Salesforce, one of the leading CRMs, is a key tool for organizations seeking to enhance their operational efficiency and customer engagement. To unlock the full potential of Salesforce, organizations must gain a deep understanding of their workflows. Without a clear grasp of process dynamics, achieving true CRM optimization becomes challenging. This is where process mining—a cutting-edge, data-driven technology—comes into play. By analyzing and improving Salesforce CRM workflows, process mining empowers businesses to streamline operations, enhance customer experiences, and drive growth. Streamlining Your Business Processes with Process Mining Key Benefits of Process Mining in Salesforce Optimization: Explore process mining and CRM optimization within Salesforce. Through our commitment to innovation and excellence, we help organizations fully realize the potential of their CRM investments with data-driven insights and continuous process improvement. FAQs Q: What role does process mining play in CRM efficiency with Salesforce?A: Process mining optimizes CRM workflows by analyzing data flows and task performance within Salesforce. Q: How does process mining integrate with Salesforce?A: Process mining seamlessly integrates with Salesforce, connecting to its data in real-time without disrupting CRM processes. Q: What are the benefits of using process mining for CRM optimization?A: Benefits include enhanced data-driven decision-making, improved customer experiences, and a deeper understanding of workflow dynamics. Q: How does process mining support continuous improvement in CRM processes?A: Continuous analysis and the identification of optimization opportunities enable ongoing improvements within Salesforce. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 9, 2025in Data, Salesforce, Salesforce Optimization, Technology0 Comments
Salesforce Einstein Commerce
08Jan

Salesforce Commerce Cloud Passkeys

Adding Passkeys to Salesforce Commerce Cloud Ensuring secure, convenient user access is a top priority for Salesforce-based applications. Passkeys, a passwordless authentication solution, streamline user sign-up and login processes while enhancing security. By integrating passkeys into Salesforce Commerce Cloud (SFCC), businesses can protect users from password-related threats like phishing and credential theft, leveraging the security of asymmetric encryption behind passkeys. The seamless login experience offered by passkeys boosts user engagement, reduces drop-off rates, and fosters trust, improving overall user satisfaction. Implementing passkeys not only aligns with current security standards but also prepares businesses for the future of intuitive digital interactions and enhanced privacy. DIY Implementation vs. Dedicated Salesforce Commerce Cloud Passkey Solution When deciding how to integrate passkeys into Salesforce Commerce Cloud applications, businesses must weigh the options between a DIY approach and partnering with a dedicated solution provider like OwnID. Implementing passkeys from scratch can be time-consuming and resource-intensive, requiring significant technical effort to ensure compatibility with Salesforce systems and adherence to security and user experience best practices. By choosing a provider like OwnID, companies can implement passkeys in a matter of days rather than months. OwnID offers a ready-to-use, Salesforce-compatible solution that integrates seamlessly, features cutting-edge security, and provides ongoing support. This approach lifts the burden from internal development teams, speeds up deployment, and ensures a high-quality user experience without the need to manage authentication processes or stay on top of compliance updates. For more information, check out our DIY vs. Elite Passkey Implementation Guide. How to Implement the OwnID Solution in Salesforce Commerce Cloud Integrating OwnID’s passwordless login into Salesforce Commerce Cloud (SFCC) is a straightforward process that enhances both security and the user experience. Here’s an overview of the key steps involved: 1. Set Up an API Client in SFCC Begin by creating a new API Client in your SFCC environment. This client is essential for secure communication between SFCC and OwnID. Log into the Salesforce Commerce Cloud Account Manager, add a new API Client, and configure the appropriate roles and authentication methods (e.g., private_key_jwt). This step ensures secure integration between SFCC and OwnID. 2. Create and Configure an OwnID Application In the OwnID Console, set up an application dedicated to your SFCC integration. This application serves as the bridge between OwnID’s passkey system and your Salesforce Commerce Cloud app. Configure settings like API credentials, site URL, and other parameters specific to OwnID. This step connects OwnID’s authentication service to your Salesforce site seamlessly. 3. Install the OwnID Cartridge in SFCC OwnID provides a cartridge designed for SFCC integration. Installing this cartridge adds all necessary components to your SFCC instance, enabling easy interaction between OwnID and Salesforce. After installation, go to Merchant Tools → Site Preferences in SFCC to customize OwnID settings for your environment. This enables you to display the OwnID widget on login and registration pages, creating a smooth, passwordless experience. 4. Embed the OwnID SDK in Your Templates The final step is to embed the OwnID SDK script in your site’s templates (e.g., htmlHead.isml or a global template file). This SDK enables passkey-based login across all relevant pages. By embedding the script, you ensure users have access to passwordless login, enhancing security and user convenience. With these steps, OwnID will be fully integrated into your Salesforce Commerce Cloud application, offering users secure, password-free access. For more detailed instructions and configuration options, visit the OwnID Salesforce Commerce Cloud Documentation. Get Expert Help with Your Salesforce Commerce Cloud Passkey Integration Ready to implement passwordless authentication in your Salesforce Commerce Cloud application? The Tectonic team is here to guide you through every step of the integration process. From initial setup to ongoing optimization, we ensure a smooth and seamless experience for your users. For personalized support and to learn how OwnID’s passkey solution can elevate your SFCC environment, contact our expert team today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 8, 2025in Salesforce Commerce Cloud0 Comments
agetnforce for nonprofits
08Jan

A Revolution in Enterprise AI

Salesforce Unveils Agentforce 2.0: A Revolution in Enterprise AI Salesforce has launched Agentforce 2.0, a cutting-edge update poised to redefine how enterprises design, deploy, and manage AI-driven solutions. With a suite of innovative features, this upgrade emphasizes seamless collaboration, enhanced integration, and unprecedented flexibility in creating AI-powered workflows. Agentforce 2.0 focuses on three core advancements: headless agents for programmatic control, deep Slack integration for streamlined teamwork, and a revamped API-driven architecture that simplifies development and deployment. Core Highlights of Agentforce 2.0 1. Enhanced Integration Architecture Agentforce 2.0 introduces a sophisticated integration framework designed to streamline workflows and accelerate development. By leveraging MuleSoft for Flow, it provides 40 pre-built connectors for seamless integration with enterprise systems. At the heart of this architecture is the API Catalog, a centralized hub for discovering, managing, and optimizing APIs within Salesforce. The Topic Center simplifies deployment by embedding Agentforce metadata into API design workflows, minimizing manual configurations and reducing time-to-market. Key features of the API Catalog include: This API-first approach empowers DevOps teams to manage and optimize AI capabilities efficiently through a single interface. 2. Upgraded Atlas Reasoning Engine The Atlas Reasoning Engine takes enterprise AI capabilities to the next level, enabling smarter and more effective AI-driven operations. Key enhancements include: Preliminary testing shows a 33% improvement in response accuracy and a doubling of relevance in complex scenarios compared to previous models. The engine uniquely combines System 1 reasoning (fast, intuitive responses) with System 2 reasoning (deep analytical processing), setting a new benchmark for enterprise AI intelligence. 3. Headless Agents for Greater Control A game-changing feature of Agentforce 2.0 is the introduction of headless agents, which operate autonomously without requiring direct user interaction. Key capabilities include: This feature enables enterprises to build robust, autonomous workflows, making Agentforce 2.0 an indispensable tool for optimizing digital operations. 4. Deep Slack Integration Agentforce 2.0 seamlessly integrates AI with Slack, Salesforce’s collaboration platform, fostering real-time, AI-enhanced teamwork. Technical advancements include: By embedding AI agents directly into Slack, teams can break down silos, enabling smoother collaboration and faster decision-making across departments. 5. Data Cloud Integration Agentforce 2.0 leverages Salesforce’s Data Cloud to enhance data accessibility and intelligence. Key features include: This integration ensures that AI agents can provide real-time, actionable insights by tapping into a comprehensive, unified data ecosystem. Final Thoughts Agentforce 2.0 represents a transformative leap in enterprise AI, combining cutting-edge technologies like headless agents, deep Slack integration, and an advanced API-driven architecture. By empowering organizations to create intelligent, autonomous workflows, Agentforce 2.0 sets a new standard for AI innovation in the enterprise sector. With its ability to streamline collaboration, optimize operations, and unlock new levels of productivity, Agentforce 2.0 positions Salesforce as a leader in the evolving AI landscape, helping businesses stay ahead in the digital age. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 8, 2025in Data, Enterprise, Mulesoft, Salesforce0 Comments
Scope of Generative AI
07Jan

Exploring Generative AI

Like most employees at most companies, I wear a few different hats around Tectonic. Whether I’m building a data model, creating and scheduing an email campaign, standing up a platform generative AI is always at my fingertips. At my very core, I’m a marketer. Have been for so long I do it without eveven thinking. Or at least, everyuthing I do has a hat tip to its future marketing needs. Today I want to share some of the AI content generators I’ve been using, am looking to use, or just heard about. But before we rip into the insight, here’s a primer. Types of AI Content Generators ChatGPT, a powerful AI chatbot, drew significant attention upon its November 2022 release. While the GPT-3 language model behind it had existed for some time, ChatGPT made this technology accessible to nontechnical users, showcasing how AI can generate content. Over two years later, numerous AI content generators have emerged to cater to diverse use cases. This rapid development raises questions about the technology’s impact on work. Schools are grappling with fears of plagiarism, while others are embracing AI. Legal debates about copyright and digital media authenticity continue. President Joe Biden’s October 2023 executive order addressed AI’s risks and opportunities in areas like education, workforce, and consumer privacy, underscoring generative AI’s transformative potential. What is AI-Generated Content? AI-generated content, also known as generative AI, refers to algorithms that automatically create new content across digital media. These algorithms are trained on extensive datasets and require minimal user input to produce novel outputs. For instance, ChatGPT sets a standard for AI-generated content. Based on GPT-4o, it processes text, images, and audio, offering natural language and multimodal capabilities. Many other generative AI tools operate similarly, leveraging large language models (LLMs) and multimodal frameworks to create diverse outputs. What are the Different Types of AI-Generated Content? AI-generated content spans multiple media types: Despite their varied outputs, most generative AI systems are built on advanced LLMs like GPT-4 and Google Gemini. These multimodal models process and generate content across multiple formats, with enhanced capabilities evolving over time. How Generative AI is Used Generative AI applications span industries: These tools often combine outputs from various media for complex, multifaceted projects. AI Content Generators AI content generators exist across various media. Below are good examples organized by gen ai type: Written Content Generators Image Content Generators Music Content Generators Code Content Generators Other AI Content Generators These tools showcase how AI-powered content generation is revolutionizing industries, making content creation faster and more accessible. I do hope you will comment below on your favorites, other AI tools not showcased above, or anything else AI-related that is on your mind. Written by Tectonic’s Marketing Operations Director, Shannan Hearne. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 7, 2025in AI Tools, Data, Enterprise, Generative AI, Google, Technology0 Comments
Salesforce Implementation Help
06Jan

How to Make Workloads More Manageable

How to Make Workloads More Manageable: 6 Useful Tips for Salesforce Admins Being a Salesforce Administrator is both rewarding and challenging. The role involves managing a platform that evolves continuously while addressing a business’s ever-changing needs. From resolving cases to managing system updates, user configurations, and deployments, the list of responsibilities can often feel overwhelming. Here are six actionable tips to help Salesforce Admins stay on top of their workload and avoid burnout. 1. Integrate Data Quality into Salesforce Data Projects Maintaining data quality should be a cornerstone of every Salesforce project. A clear and structured approach to data can prevent errors, improve efficiency, and reduce time spent troubleshooting. 2. Break Down Tasks Admins often face long to-do lists, sometimes with 50 or more actionable items. Breaking down the workload into manageable segments can help: Once segmented, estimate the time required for each task to better plan days, weeks, or months. This process makes it easier to identify whether the workload is manageable. 3. Prioritize Effectively Not all tasks carry equal weight. Prioritization should consider both the value of the task and the time required to complete it. While tasks that yield tangible ROI in time or cost savings are essential, smaller items that improve user experience also hold value. Avoid the trap of prioritizing tasks simply in the order they are received. Collaborating with stakeholders such as business analysts, architects, and leadership ensures each task is assessed on its individual merits. 4. Stay in Scope Scope creep is a common challenge that can quickly derail effective prioritization. Tasks outside the defined scope should not make it onto the to-do list. To scope effectively, clear and well-defined user stories are essential. Admins should ask clarifying questions until they fully understand the requirements. This proactive questioning empowers admins to maintain focus and deliver value efficiently. 5. Streamline Requests Through a Single Channel Managing requests from multiple sources—emails, Slack, meetings, or even casual conversations—can lead to chaos. Establish a single, consistent channel for submitting user stories and feature requests, such as a kanban-style tool like JIRA. Tools with integration capabilities, such as creating tickets directly from Slack, further simplify the process. Without a formal ticket in the system, requests should not be considered valid. 6. Leverage the Right Tools The right tools can make a significant difference in workload management. For example, deploying components like Flows using change sets can be time-consuming and frustrating. Tools designed to streamline deployments, reporting, or configuration management can free up valuable time for more impactful tasks. 🔔🔔  Follow us on LinkedIn  🔔🔔 Finally, Jump on In Admins often face tasks they dread—those long, tedious, boring ones as a thing to be avoided. Delaying difficult tasks can make them grow more daunting over time. Completing them early not only reduces anxiety but also improves productivity and outcomes. Tectonic’s Conclusion With thoughtful strategies, Salesforce Admins can transform overwhelming workloads into manageable, structured tasks. By breaking down responsibilities, prioritizing effectively, staying in scope, streamlining requests, and using the right tools, admins can excel in their roles while maintaining work-life balance. And by jumping right in they can ensure even the most challenging tasks are handled efficiently. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 6, 2025in Data, Salesforce0 Comments

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